Workflow Trigger: Invoice

In this article, we will explain how to set up a workflow trigger: Invoice, and how it can be used

• Select the “Add New Workflow Trigger” button

• This will pull up a list of selections of triggers on the right-hand side of the screen

• Scroll down until you see the “Payments” column

  • Select the “Invoice” button

• Choose sent or paid as an invoice status

• Please note: The only filters are if the invoice has been Sent or Paid

• You can trigger an automation based on if you sent an invoice to a particular contact, or if a contact has paid an invoice

• For Example: Send a notification email whenever you send an email. “Hey please make sure to check your email because we just sent you an invoice.” (see below)

• Once complete please make sure you select the green “Save Action” button on the bottom right before closing the trigger or moving on to another step